+9.3%
GEHC vs RPRX
+61.3%
-52.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -7.6% | -4.0% | -3.6% | -6.4% |
| 30D | -10.7% | +4.9% | -15.6% | -12.2% |
| 3M | -1.2% | +9.4% | -10.6% | -4.4% |
| 6M | -13.7% | +33.3% | -47.0% | -21.8% |
| YTD | -20.4% | +59.0% | -79.4% | -31.9% |
| 1Y | -17.0% | +69.2% | -86.3% | -30.5% |
| 3Y | +0.9% | +124.1% | -123.1% | -23.5% |
| All | +9.3% | +61.3% | -52.0% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling